中信证券：港股料三季度将重新回到 5 月中旬后趋势向上

中信证券 7 月 16 日研报表示，2022 年港股市场盈利增速预测已出现上修趋势，而随着内地局部疫情得到控制、防疫政策持续优化，未来随着 “停贷” 问题逐步化解，港股料将重新回到 5 月中旬后趋势向上。展望三季度，建议投资者关注 1）基建、半导体、汽车、光伏等板块；2）俄乌冲突以及内地基本面复苏下预计短期油价仍将维持高位，带动能源板块业绩高增，推荐石油、化工等板块。

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